For many companies, the story is a familiar one. Sales and accounting teams getting buried in the endless loop of manually generated quotes, invoices, and purchase orders. Productivity is dragged down by a sea of Excel and PDF documents (saved as versions 1, 2, 3 – infinity!). Valuable time is wasted searching for product and pricing information.
But for Necando Solutions — a Montreal-based IT company specializing in Information Management & Data Governance as well as Advanced Analytics & Artificial Intelligence — the story ends happily ever after with Salesforce CPQ.
Source: Salesforce
“CPQ has helped the team be more efficient since we no longer work with multiple platforms. Everything is accessible in one SaaS solution. And since all our customers need to be entered in order to generate a quote, we are able to better forecast renewal and upselling opportunities.”
David Provencher
Director of Operations, Necando Solutions
CPQ (configure, price, quote) software automatically generates quotes and invoices by populating templates with relevant product/service, price and supplier/customer information. Thanks to Incloud’s team of experts, the software was seamlessly integrated into their existing Salesforce Sales Cloud platform and then personalized to allow for margin-based pricing.
Incloud then took the software one step further to ensure all of Necando’s needs were met. By using Salesforce’s click and configure technology, Incloud created a purchase order template that would allow CPQ to automate the buying process as well, a feature the software did not initially support.
CPQ is one of many Salesforce solutions in the CX ecosystem. To find the right tool for your team, contact us for a free consultation and start growing your business today.